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Sittner & Nelson’s UnitedHealth UNH Stock Holding History

Sittner & Nelson’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Sell
578
-3
-0.5% -$1.11K 0.08% 161
2026
Q1 		$157K Sell
581
-40
-6% -$11.9K 0.06% 187
2025
Q4 		$172K Sell
621
-61
-9% -$20.7K 0.06% 178
2025
Q3 		$236K Buy
682
+46
+7% +$13.9K 0.09% 135
2025
Q2 		$199K Hold
636
– – 0.08% 146
2025
Q1 		$333K Buy
636
+10
+2% +$5.11K 0.14% 101
2024
Q4 		$317K Buy
626
+2
+0.3% +$1.14K 0.14% 95
2024
Q3 		$365K Hold
624
– – 0.16% 85
2024
Q2 		$318K Sell
624
-31
-5% -$15.2K 0.16% 85
2024
Q1 		$324K Hold
655
– – 0.16% 89
2023
Q4 		$345K Sell
655
-32
-5% -$17.1K 0.18% 81
2023
Q3 		$347K Hold
687
– – 0.2% 79
2023
Q2 		$330K Hold
687
– – 0.18% 83
2023
Q1 		$325K Buy
687
+76
+12% +$36.7K 0.19% 88
2022
Q4 		$324K Hold
611
– – 0.2% 92
2022
Q3 		$309K Sell
611
-22
-3% -$11.6K 0.21% 84
2022
Q2 		$325K Buy
633
+34
+6% +$17.1K 0.21% 87
2022
Q1 		$305K Hold
599
– – 0.18% 86
2021
Q4 		$301K Buy
599
+31
+5% +$14K 0.18% 80
2021
Q3 		$222K Hold
568
– – 0.14% 88
2021
Q2 		$227K Sell
568
-31
-5% -$12.4K 0.16% 83
2021
Q1 		$223K Buy
599
+12
+2% +$4.16K 0.17% 82
2020
Q4 		$206K Buy
+587
New +$197K 0.18% 81

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sittner & Nelson's UNH Position: Q2 2026 in Review

Sittner & Nelson reduced its UnitedHealth (UNH) stake by 0.52% in Q2 2026, selling an estimated $1.11K and leaving 578 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #161.

Sittner & Nelson first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $365K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sittner & Nelson held 578 shares of UnitedHealth worth $240K as of Q2 2026.
  • Sittner & Nelson sold 3 UnitedHealth shares in Q2 2026, an estimated $1.11K.
  • UnitedHealth made up 0.08% of Sittner & Nelson's portfolio in Q2 2026, its #161 holding.
  • Sittner & Nelson first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Sittner & Nelson's UnitedHealth position peaked at $365K in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.